Planned Giving: Invest in the future of your community

Planned gifts offer you an opportunity to build a charitable legacy and create the future you want for Calgary and the surrounding area. Planned effectively, these gifts can provide substantial financial benefits and tax savings, while ensuring that the issues you care about will continue to be supported in the future.

Gift options

Planned giving through United Way offers you unparalleled opportunity to have impact on issues today, while creating systemic solutions for tomorrow.

Gifts for today

Leaving a gift for today can ensure issues that are important to you have support over the long term.

Cash Gifts: Make a gift of cash to see your generosity in action today and receive immediate tax benefits.

Gifts of Securities: Giving appreciated securities is one of the most cost and tax-effective ways to make a major impact on the issues you care about most.

Gifts for Tomorrow

Leaving a gift for tomorrow provides you with the opportunity to create lasting impact and long-term solutions by helping future generations in our community.

Bequests: Designate a specific gift or a portion of your estate to the Tomorrow Fund and your estate will receive an official tax receipt. See our will planning guide. Please consider sharing your commitment to give a gift in the future with us in advance to ensure we are honouring your wishes.

Life Insurance: Life insurance is an affordable option that allows you to make an extraordinary gift to your community. You can transfer ownership of a new or existing policy, or you can make United Way a full or partial beneficiary of a policy you continue to own. Our Planned Giving Officer would be happy to discuss the benefits of either.

Retirement Plans: You can designate United Way as a beneficiary of your RRSPs or RRIFs, or even a TFSA. Your gift qualifies for an official tax receipt and can offset tax payable on other assets of your estate.

Memorial Gifts

Make a tribute gift in honour of your loved one to continue their legacy in the community. Contact our Planned Giving Officer.

What will your legacy be? Partner with United Way through the Tomorrow Fund to make an imprint on what your local community will look like for generations to come.

For Professional Advisors

To help your clients align their values with their estate planning objectives, we have put together a useful toolkit for your reference.

Contact Us

Contact our Planned Giving team to begin planning today or to request more information. Ask us about an upcoming United Way estate planning seminar!

Jesse VickeryPlanned Giving